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EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SERVICES FOR AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:SERVICES FOR AGING, INC.
Employer identification number (EIN):341108780
NAIC Classification:621900

Additional information about SERVICES FOR AGING, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1972-07-13
Company Identification Number: 427256
Legal Registered Office Address: 130 SHADY LANE DRIVE
-
NORWALK
United States of America (USA)
44857

More information about SERVICES FOR AGING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JODI HUNTER2024-07-25
0022022-01-01JODI HUNTER2023-10-11
0022021-01-01JODI HUNTER2022-07-26
0022020-01-01JODI HUNTER2021-07-15
0022019-01-01KAYE SPOERR2020-04-20
0022018-01-01KAYE SPOERR2019-03-27
0022017-01-01KAYE SPOERR2018-04-30
0022016-01-01KAYE SPOERR2017-03-21
0022015-01-01LUCINDA SMITH2016-03-31
0022014-01-01LUCINDA SMITH2015-03-26
0022013-01-01LUCINDA SMITH2014-04-09
0022012-01-01LUCINDA SMITH2013-04-17
0022011-01-01LUCINDA SMITH2012-03-22
0022010-01-01LUCINDA SMITH2011-07-22

Financial Data on EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-293146
Net assets as of the end of the plan year2025-07-29240323
Total assets as of the beginning of the plan year2025-07-29198835
Value of plan covered by a fidelity bond2025-07-2940000
Participant contributions to plan in this plan year2025-07-2915377
Value of participant loans at end of plan year2025-07-292500
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-2922446
Plan net income in this plan year2025-07-2941488
Net assets as of the end of the plan year2025-07-29240323
Net assets as of the beginning of the plan year2025-07-29198835
Employer contributions to plan in this plan year2025-07-296811
Fees paid to broker by Benefit Provider2025-07-2954
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2972
2024 : EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-2510184
Net assets as of the end of the plan year2024-07-25198835
Total assets as of the beginning of the plan year2024-07-25167484
Value of plan covered by a fidelity bond2024-07-2540000
Participant contributions to plan in this plan year2024-07-2511963
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2523530
Plan net income in this plan year2024-07-2531351
Net assets as of the end of the plan year2024-07-25198835
Net assets as of the beginning of the plan year2024-07-25167484
Employer contributions to plan in this plan year2024-07-256042
Fees paid to broker by Benefit Provider2024-07-2512
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2572
2022 : EMPLOYEE BENEFIT PLAN OF SERVICES FOR AGING, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2638121
Net assets as of the end of the plan year2022-07-26183942
Total assets as of the beginning of the plan year2022-07-26182815
Value of plan covered by a fidelity bond2022-07-2640000
Participant contributions to plan in this plan year2022-07-2610293
Other expenses paid from plan in this plan year2022-07-2696
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2624036
Plan net income in this plan year2022-07-261127
Net assets as of the end of the plan year2022-07-26183942
Net assets as of the beginning of the plan year2022-07-26182815
Employer contributions to plan in this plan year2022-07-264919
Fees paid to broker by Benefit Provider2022-07-2697

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